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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,904 | $181,062+59.6% | $158,223+82.6% | $155,188+86.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 16.11% | 57.39%-41.3pp | 52.09%-36.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $6,682 | $4,565+46.4% | $4,109+62.6% | $4,248+57.3% |
| Participant deferral / active EE | $12,201 | $6,134+98.9% | $5,467+123.2% | $6,531+86.8% |
| Admin fee / account holder | $12,807 | $18,825-32.0% | $16,047-20.2% | $14,480-11.6% |